Représentant des opérations bilingue (Transferts NELTC) / Operations Representative Bilingual (ATON Transfers)

Fidelity Canada; Montreal; Hybrid; CAD 49,000 - 76,000; Full time

Benefits offered by this job

Flexible working arrangements

RRSP contributions

Comprehensive health benefits from day

Employer-paid premiums for health

Job summary

Fidelity Canada is seeking an Operations Representative Bilingual to join the FCC Operations department. You will support New Accounts or Account Transfers teams, ensuring accurate account setup and timely processing while maintaining compliance with regulations.

The role requires 1-2 years in financial services, fluency in French and English, and strong Excel skills. This is a hybrid position with flexible work arrangements and comprehensive benefits.

Qualifications

• Post-secondary education or equivalent work experience.
• 1-2 years’ experience in the financial services industry.
• Bilingual (verbal and written) in French and English.
• Familiar with account types such as Non-Registered and Registered accounts.

Responsibilities

• Set up new accounts in FCC's Dataphile environment in a timely manner and perform quality checks.
• Update Investor Maintenance with non-financial updates and assist clients with forms.
• Review transfer forms and initiate transfers for Transfer-ins and Transfer-outs.
• Ensure compliance with internal and regulatory requirements in daily tasks.

Skills

Bilingual (FR/EN)

MS Excel proficiency

Attention to detail

Time management

Education

Post-secondary education or equivalent work experience

Tools

MS Excel

Job description

French Job Description

• La personne occupant ce poste est tenue d’examiner et de traiter les documents dans les deux langues officielles (français et anglais) afin de satisfaire aux obligations réglementaires de notre secteur. Cette personne doit faire preuve de compétences avancées en communication dans les deux langues.
• Quiconque pose sa candidature doit avoir l’autorisation de travailler au Canada.
• Vous travaillerez selon un horaire hybride dans le cadre de la formule de travail dynamique de Fidelity.

English Job Description

What We Do

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back‑office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.

What You Will Do

• The Operations Representative Bilingual will be a valuable addition to FCC's Operations department. You will begin working in either the New Accounts, or Account Transfers team
• The New Accounts team is responsible for setting up new accounts into FCC's Dataphile environment in a timely manner. In addition, the role requires updates to Investor Maintenance which entails non-financial updates and also performing quality checks on new accounts that have been system generated and manually input. You will ensure documents are in good order, input/update client data and assist clients in the completion of forms, notifying them of any deficiencies. You will be responsible for completion of daily tasks and transactions while ensuring compliance with internal and industry regulatory requirements
• The Account Transfers team is responsible for both the Transfer-ins of Assets into FCC but also for Transfer-outs of assets leaving our firm. You would become familiar with our electronic deliveries (ATON) and also our manual way of exchanging documents (non-ATON). As part of transfers, you will review forms, initiate transfers, follow‑up with institutions on statuses while keeping our clients up to date

What You Need

• Post‑secondary education or equivalent work experience
• You have between 1 - 2 years’ of experience in the financial services industry.
• Bilingual (verbal and written) in French and English
• You are familiar with different account types such as Non‑Registered Accounts (Cash, Margin, Joint etc.) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc).
• Excellent MS Excel skills

The following are assets

• Knowledge of and/or experience in the brokerage industry
• Completion of, or enrolment in, a financial services industry program (e.g. CSC)

Expertise You Will Bring

• You are an effective team player and are also able to work independently.
• You have strong written and verbal communication skills.
• You have an eye for detail and strong time management skills.
• You are passionate about delivering quality customer service, striving to exceed customers' expectations.
• You work independently in a fast‑paced environment.

Some of the ways we’ll help you feel valued and supported

• Flexible working arrangements that vary based on role requirements
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer‑paid premiums, that include up to $6000 annually for mental health services and therapy
• Parental leave top‑up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

We are proud to be recipients of the following

• Canada's Top 100 Employers
• Greater Toronto's Top Employers
• Canada's Top Family‑Friendly Employers
• Canada's Top Employers for Young People
• Great Place To Work Certified
• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
• HRD - 5-Star Benefit Program
• HRD - 5-Star Diversity & Inclusion Employer

Designations

• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Awards - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

• Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [e-mail].

Total Rewards That Reflect Your Impact

• Base Salary and discretionary Performance Bonus Total annual cash compensation (base salary plus target bonus) ranges from $49,000 to $76,000 based on experience and qualifications
• RRSP Contribution After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.